Overview
Assets Under Management: $180 million
Headquarters: MADISON, CT
High-Net-Worth Clients: 51
Average Client Assets: $2 million
Frequently Asked Questions
EAST GUILFORD FINANCIAL SERVICES LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #127481), EAST GUILFORD FINANCIAL SERVICES LLC is subject to fiduciary duty under federal law.
EAST GUILFORD FINANCIAL SERVICES LLC is headquartered in MADISON, CT.
EAST GUILFORD FINANCIAL SERVICES LLC serves 51 high-net-worth clients according to their SEC filing dated February 14, 2025. View client details ↓
According to their SEC Form ADV, EAST GUILFORD FINANCIAL SERVICES LLC offers financial planning and portfolio management for individuals. View all service details ↓
EAST GUILFORD FINANCIAL SERVICES LLC manages $180 million in client assets according to their SEC filing dated February 14, 2025.
According to their SEC Form ADV, EAST GUILFORD FINANCIAL SERVICES LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 51
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.18
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 707
Discretionary Accounts: 274
Non-Discretionary Accounts: 433
Regulatory Filings
CRD Number: 127481
Last Filing Date: 2025-02-14 00:00:00
Website: https://egf.us